Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Your Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Meet Our Team
Tricia M. Hollander Henning, CFP®, CIMA®, CPWA®
Managing Director, Family Wealth Advisor
Teri M. Hollander Albin, CFP®, CIMA®, CPWA®
Managing Director, Family Wealth Advisor
Tawne Wandling, CFP®, CPWA®, RICP®
Vice President, Associate Financial Advisor
Dianne Daniel
Senior Client Specialist
Savanah Holland
Client Specialist
Charli Miller
Client Assistant
Lauren Carie
Client Assistant
How We Work With You
